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Disclosery

FINX GLOBAL X FDS

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FINTECH ETF (fund)

98 managers (99 13F filers) reported a position in FINX shares at 2025-03-31, 2,837,551 shares in all. 14 filers opened a position and 17 filers sold out during the quarter.

Managers
98
13F filers
99
New
14
Added
37
Reduced
23
Sold out
17
Shares held by filers
2,837,551

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/406,613$11.2M<0.01%+36,52413F-HRTimelineGroup
LPL Financial LLC233,801$6.44M<0.01%+51,04813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY230,172$6.34M<0.01%+14,10313F-HRTimelineGroup
UBS Group AGin group UBS Group AG201,951$5.57M<0.01%+24,08013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN148,734$4.1M<0.01%-43,87213F-HRTimelineGroup
SCOTIA CAPITAL INC.148,611$4.1M0.02%+9,34113F-HRTimeline
Blue Sky Capital Consultants Group, Inc.131,091$3.61M2.36%+2,48113F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…121,743$3.36M0.15%-8,21513F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding106,983$2.96M-34,277Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC98,326$2.71M<0.01%+77,57913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC75,733$2.09M<0.01%+8,12213F-HRTimelineGroup
Cetera Investment Advisers59,702$1.65M<0.01%+17,57013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC59,371$1.64M<0.01%+19,27713F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC49,099$1.35M0.04%+11,30913F-HRTimelineGroup
AAFMAA Wealth Management & Trust LLC49,029$1.35M0.61%new13F-HRTimeline
FLOW TRADERS U.S. LLC48,601$1.34M0.06%+22,20713F-HRTimeline
Cambridge Investment Research Advisors,…41,776$1.15M<0.01%-6,21013F-HRTimeline
Norris Financial Group, LLC41,688$1.15M0.54%+35,17613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC40,398$1.11M<0.01%+4,56813F-HRTimeline
Stamos Capital Partners, L.P.36,258$999K0.26%-3,40213F-HRTimeline
Phoenix Wealth Advisors35,621$982K0.43%+45013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC33,097$912K<0.01%-2,75213F-HRTimelineGroup
HighTower Advisors, LLC32,700$901K<0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC29,989$826K<0.01%+20,69813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA27,239$749K<0.01%-1,12113F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…18,935$522K<0.01%+9913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP16,276$449K<0.01%+1,13413F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC15,493$426K0.08%-43113F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD15,258$421K0.01%013F-HRTimelineGroup
Wealthfront Advisers LLC15,056$415K<0.01%-3,62513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP14,643$405K<0.01%+4,95913F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.14,669$404K0.01%-1,23513F-HRTimelineGroup
Insight Advisors, LLC/ PA14,387$397K0.07%-4,36213F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV13,330$367K0.08%+1,35213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,099$361K<0.01%-27,09513F-HRTimelineGroup
Stelac Advisory Services LLC12,602$347K0.14%+2,97513F-HRTimeline
Archford Capital Strategies, LLC12,589$347K0.05%+7413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,530$345K<0.01%-5,86313F-HRTimelineGroup
Sanctuary Advisors, LLC9,865$272K<0.01%+93813F-HRTimeline
Mission Financial Group, LLC11,630$269K0.25%13F-HRTimeline
Moran Wealth Management, LLC9,634$266K0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,391$259K<0.01%new13F-HR/ATimelineGroup
Key Client Fiduciary Advisors, LLC9,262$255K0.12%-2,07413F-HRTimeline
Financial Advocates Investment Manageme…9,097$251K0.02%+17813F-HRTimeline
GeoWealth Management, LLC8,983$248K0.01%+2,31113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV8,580$236K0.02%-1,09413F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.8,190$226K<0.01%013F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC8,158$225K0.02%+4213F-HRTimeline
Beacon Pointe Advisors, LLC7,732$213K<0.01%013F-HRTimeline
Creative Planningin group Creative Planning7,663$211K<0.01%+4,64613F-HRTimelineGroup
Accretive Wealth Partners, LLC7,200$204K0.07%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,301$201K<0.01%new13F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC6,020$166K<0.01%013F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.2,807$77.4K<0.01%-35113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,308$63.6K<0.01%-20,56113F-HRTimelineGroup
SBI Securities Co., Ltd.2,245$61.9K<0.01%-4013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,115$58.3K<0.01%-35813F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,003$55.2K<0.01%+22513F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,960$54K<0.01%013F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,872$51.6K<0.01%new13F-HRTimeline
MAI Capital Management1,700$46.9K<0.01%-50013F-HRTimeline
BLAIR WILLIAM & CO/IL1,474$40.6K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,310$36.1K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC1,159$31.9K<0.01%+62313F-HRTimelineGroup
NewEdge Advisors, LLC1,157$31.9K<0.01%+39313F-HRTimeline
DUNCKER STREETT & CO INC1,085$29.9K0.01%+613F-HRTimeline
CoreCap Advisors, LLC1,071$29.5K<0.01%+613F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA980$27K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…937$25.8K<0.01%+28413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…764$21.1K<0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC557$15.4K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd536$14.8K<0.01%+41913F-HRTimeline
Parallel Advisors, LLC509$14K<0.01%+213F-HRTimeline
JFS WEALTH ADVISORS, LLC421$11.6K<0.01%+213F-HRTimeline
Cheviot Value Management, LLC325$9.27K<0.01%new13F-HRTimeline
Sage Mountain Advisors LLC313$8.63K<0.01%new13F-HRTimeline
Archer Investment Corp248$6.83K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…230$6.34K<0.01%013F-HRTimeline
Lindbrook Capital, LLC221$6.09K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC198$5.46K<0.01%013F-HRTimeline
Asset Dedication, LLC155$4.27K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC137$3.82K<0.01%-513F-HRTimeline
IFP Advisors, Inc135$3.72K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC120$3.31K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC100$2.76K<0.01%new13F-HRTimeline
Sandy Spring Bank81$2.22K<0.01%+113F-HRTimeline
GPS Wealth Strategies Group, LLC75$2.07K<0.01%new13F-HRTimeline
Painted Porch Advisors LLC64$1.76K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.55$1.53K<0.01%013F-HRTimeline
AE Wealth Management LLC51$1.41K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…50$1.38K<0.01%013F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST44$1.21K<0.01%new13F-HRTimeline
Hexagon Capital Partners LLC30$827<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC25$693<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.12$331<0.01%013F-HRTimeline
Garde Capital, Inc.12$326<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…1$28<0.01%-12013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.